BWP
LHCG

BSW Wealth Partners’s LHC Group LLC LHCG Stock Holding History

BSW Wealth Partners’s Portfolio LHCG Stock Details LHCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,057
Closed -$347K – 315
2022
Q1 		$347K Buy
+2,057
New +$275K 0.09% 178
2021
Q4 		– Sell
-1,615
Closed -$253K – 275
2021
Q3 		$253K Buy
1,615
+182
+13% +$34.2K 0.07% 211
2021
Q2 		$287K Buy
+1,433
New +$287K 0.08% 181

Other funds holding LHCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BSW Wealth Partners's LHCG Position: Q2 2022 in Review

BSW Wealth Partners sold out of LHC Group LLC (LHCG) in Q2 2022, closing a stake of 2,057 shares — an estimated $347K sold.

BSW Wealth Partners first reported a position in LHCG in Q2 2021 and held it in 3 quarters. The position peaked at $347K in Q1 2022. 316 funds tracked by Wall St. Rank hold LHCG as of Q2 2022.

  • BSW Wealth Partners reported no remaining LHC Group LLC position as of Q2 2022 after selling out during the quarter.
  • BSW Wealth Partners sold 2,057 LHC Group LLC shares in Q2 2022, an estimated $347K.
  • BSW Wealth Partners first reported a position in LHC Group LLC in Q2 2021 and held it in 3 quarters.
  • BSW Wealth Partners's LHC Group LLC position peaked at $347K in Q1 2022.
  • 316 funds tracked by Wall St. Rank held LHC Group LLC as of Q2 2022.

Based on BSW Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.